How to send Email/SMS to client? Or How to send Email/SMS to Multiple clients?

Modified on Sat, 31 Dec 2022 at 02:55 AM

  • You can send Email & SMS to clients on his/her registered Mobile Number or Email address.
  • There are two way as below,

        1.Through Outward

  • Using outward you can track or do all outward from office to client/Department/Employee for related document, Email, Phone call, courier, Fax.
  • Here you can send email/SMS to any of your client, Department & Employee.
  • To attach document with email select Soft copy in document type.
  • When You select Email in Outward type you will get thee check box option

  1. Add document from database – By select this option you will get the list of all soft copy of particular client at below side. & you can select documents from that list and after saving all selected documents will attached to outward Email.
  2. Add returnable document – If you have added document through Inward as Returnable document, you will find list of those documents by checking this option.
  3. Add document in client wise document – If you want to add attached document in Application database then select this option.
  • Here you can also generate outward print for client and office.
  • Here for SMS we have set some pre-approved templates, So these SMSes will deliver to all DND numbers.
  • Auto Email & SMS will be sent to Client for conformation of his/her outward with related document.
  • All Email will shoot through Email address which you have configure in SMTP Setting of particular login.


        2. Through Multiple Outward

  • Using multiple outward you can send email, SMS to more than one client together.
  • I.e. if you want to inform all your service tax clients for new tax updation, then by using filters you can inform they all together.
  • Even you can send all clients of particular task with particular status by selecting filters.
  • You can also get label (Sticker) of your clients with their Name & Address for courier or Mailing purpose.
  • Here for SMS We have set some pre-approved templates, So these SMSes will deliver to all DND numbers.
  • And you can narrow your search by using filters.


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